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Need an Assesment?

An Assessment of Your QuickBooks Data is an overview of your QuickBooks current DATA - It's not a financial review

Are your books in order? Need a QuickBooks Assessment? The QuickBooks assessment is an overall assessment of your current QuickBooks data processes.  It’s a 25 point Check-Up to identify areas of concern. Mid year is here, now is the time to get your books in order, make sure you’re data is up-to-date so that you can easily access the necessary info to make planning decisions before year-end.

The QuickBooks Assessment is not a financial assessment or review, and it is not an audit, it is an overall assessment of your current summary data in QuickBooks.  Are transactions being entered? Does it balance? Much more…

In order to complete the QuickBooks diagnostic assessment, you will need to provide specific information such as the QuickBooks data file, supporting documents such as bank statements, payroll and/or sales tax reports and other personal or company information.

After the session, a report will be issued noting issues of concern. Findings may include recommendations for additional support and/or clean-up of data, suggested training, or changes in QuickBooks lists, preferences, or other features.

Other services are available for a quick diagnostic check-up, we go through the financials in your QuickBooks file and look at your current data together to get an overview and see and recommend areas for improvement in data processes. The QuickBooks check-up is not a financial assessment or review, and it is not an audit, it is basically an overall check-up of your current summary data in QuickBooks to identify readily available areas of concern. This “Quick” check-up can be done remotely online from the comfort of your own home or office.